Access Workflows

Users can configure the recipient details and map their signature by performing the following steps:

Click Workflows from the left navigation menu. The Workflows page appears.

The Workflows section contains the following details:

Field	Description
Workflow Name	Name of the workflow.
View Name	The mapped view name. the view where the document is saved in a folder.
Owner	User who created the workflow.
Recipients	The email address of the recipient user receiving the workflow.
Status	The present status of the workflow. The following are the statuses: Draft - this status is displayed when the workflow is not created and saved as draft. In Progress - this status is displayed when guest approval/signature is in progress. Completed - when a workflow is submitted or completed. Cancelled - when a workflow is cancelled.
Last Modified On	The date when the workflow was last modified.
Last Expired On	The expiry date of the workflow.
Actions	This column contains the following functions: View - allows users to modify the created workflow. History - displays the history of workflow.

Click on the ellipsis corresponding to the eForm workflow. The following options appear based on the status of the workflow:

Cancel - Click this option to cancel the workflow. This option appears only when the status of the workflow is displayed as In Progress.
Delete - Click this option to delete the workflow.